This topic explains several preformatted reports that assist you in the picking of production batch materials, ticketing of materials to use in production, evaluating scheduled batch and firm planned order production activities, assessing variances in actual and calculated batch yield, and evaluating unusual usage cost variances. The procedures for running the Item Substitution for Batches, Ingredient Picking, and Migration Recreate Open Batches concurrent programs are presented.
This chapter covers the following topics:
Following are some requirements that customers have for reports and concurrent programs in Process Execution:
Yes. Ingredients can be picked prior to batch release and is facilitated by the Batch Pick List report. The report identifies lots that must be picked and their individual warehouse locations.
Batch Pick List Report Identifies Lots Picked for Production
The Batch Pick List report helps the Production Operator identify picked materials prior to releasing a batch and serves as a guide to picking materials reserved for use.
Yes. The Ingredient Picking concurrent program lets you pick ingredients for a group of pending and WIP batches that have open ingredient requirements.
Yes. The Item Substitution for Batches concurrent program lets you substitute ingredients in a batch with substitute ingredients that are effective in a given date range.
Yes. The Batch Ticket report enables the Production Operator to sort batches by document number or by start date and batch number.
Batch Ticket Report Identifies a Sequenced Item Material List for All Batch Components
The Batch Ticket report lets the Production Operator list batches by document number or by start date and batch number. Each batch component is listed in sequence by item, planned quantity, and UOM. All steps associated with the batch are provided with batch operation and version, step quantity, and UOM.
Yes. The Planned Production Activity report shows all scheduled batch and firm planned orders activities for a defined interval.
Planned Production Activity Report Displays Batch and Firm Planned Order Activities Scheduled for a Specified Interval
The Planned Production Activity report lets the Production Supervisor review plant utilization by listing all batch and firm planned order activity for a specified time period including document numbers, start dates, end dates, and recipe usage are identified.
Yes. The Batch Yield Variance report provides an analysis of accounting value and accounting yield for batches selected by batch document number or start date.
Batch Yield Variance Report Enables Evaluation of Total Value Variance
The Batch Yield Variance report calculates the sum of all value variances in a batch. Value variances are individual differences between the accounting value and actual value of planned or formula costs of product produced by a batch.
Yes. The Material Usage and Substitution Variance report provides a comparison of all batches over a defined interval.
Material Usage and Substitution Variance Report Enables Evaluation of Material Substitution
By comparing total usage variance to total subvariances that result from ingredient substitution you can identify the impact of material substitutions on batch costs. The accounting unit cost must be current for this report to help Production Supervisors evaluate substitutions based on batch size and actual usage of material.
The Batch Pick List report identifies the material that must be picked for production batches. If you allocate ingredients before releasing batches, then the Batch Pick List report identifies the lots that must be picked and the warehouse locations. Use the Batch Pick List report as a guide to picking material before actual allocation.
See: Oracle E-Business Suite User's Guide
Navigate to the Submit Request window.
Enter Batch Pick List in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Batch No is the number of the first batch to include on the report.
To Batch No is the number of the last batch to include on the report.
From Subinventory is the subinventory where the ingredients are picked.
To Subinventory is the subinventory where the ingredients are transferred.
From Planned Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Planned Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Batch No to sort the report by batch document numbers.
Subinventory, Item, Locator to sort the report by warehouse, item, and location.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following fields display on the Batch Pick List report:
Subinventory is the code for the subinventory where the ingredient are picked.
Locator is the locator in the subinventory where the ingredients are picked.
Item is the code and description of the item picked.
Batch is the number of the batch where the item is an ingredient.
Line is the ingredient line number.
Recipe is the recipe code.
Planned Qty is the planned quantity in the primary unit of measure for the batch.
Planned Start Date is the planned start date and time for the batch.
Planned Inventory Qty is the planned quantity in the inventory.
Actual Start Date is the actual start date and time for the batch.
Lot is the lot picked for the batch if the item is lot-controlled.
Reserved Qty is the reserved material quantity for the batch.
UOM is the primary unit of the measure for the item.
Secondary Qty is the reserved material quantity for the batch in the secondary unit of measure, if the item is dual unit of measure controlled.
UOM is the secondary unit of measure for the item.
Total Reserved is the total quantity of material reserved for the batch.
The Batch Ticket report prints batch tickets that identify the batch document number and include information about the recipe used to produce the batch, planned start date, planned completion date, required completion date, and specific items and item quantities used in manufacturing the batch. Specify the order that batches are sorted and where to print the report.
See: Oracle E-Business Suite User's Guide
Navigate to the Submit Request window.
Enter Batch Ticket in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Batch No is the number of the first batch to include on the report.
To Batch No is the number of the last batch to include on the report.
From Planned Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Planned Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Batch No to sort the report by batch document number.
Start Date and Batch No to sort the report by start date and the batch document number.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following fields display on the Batch Ticket report:
Batch is the organization code where the batch is scheduled for production and the batch document number.
Recipe is the recipe used to produce the batch.
Version is the recipe version number.
Formula is the formula used to produce the batch.
Version is the batch formula version number.
Routing is the routing used to produce the batch.
Version is the routing version number.
Planned Start Date is the planned start date and time for the batch.
Planned Completion Date is the planned completion date and time for the batch.
Required Completion Date is the batch due date.
Product displays the following batch ticket information about the product:
Line Number is each product line number.
Item is the code for the product in the batch.
Revision is the product revision in the batch.
Yield Subinventory is the subinventory to yield the product.
Locator is the locator in the yield subinventory to yield the product.
Planned Qty is the planned quantity for products in the primary unit of measure for the batch.
UOM is the primary unit of measure for the Planned Qty.
Ingredient displays the following batch ticket information about each ingredient in the product:
Line is the ingredient line number.
Item is the code for each ingredient in the batch.
Revision is the ingredient revision.
Supply Subinventory is the subinventory where the ingredients are received.
Locator is the locator in the subinventory where the ingredients are received.
Planned Qty is the planned quantity for ingredients in the primary unit of measure for the batch.
UOM is the primary unit of measure for the Planned Qty.
Byproduct displays the following batch ticket information about any byproducts in the product:
Line is byproduct line number.
Item is the code for each byproduct in the batch.
Revision is the item revision for the byproduct in the batch.
Yield Subinventory is the subinventory to which the byproduct is yielded.
Planned Qty is the planned quantity for byproducts in the primary unit of measure for the batch.
UOM is the primary unit of measure for the Planned Qty.
Steps displays all batch steps associated with the listed Batch.
Step is each batch step number.
Operation is each batch operation.
Version is the version number for the operation.
Step Quantity is the quantity of material consumed by the operation.
UOM is the primary unit of measure for the Step Quantity.
The Planned Production Activity report shows scheduled batch and firm planned order production activities. Unreleased batches that have a status of Pending are reported. Specify the range of batches or firm planned orders, the date range, the sort order, and where to print the report.
See: Oracle E-Business Suite User's Guide
Navigate to the Submit Request window.
Enter Planned Production in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Document is the initial batch to include on the report.
To Document is the final batch to include on the report.
From Planned Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Planned Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Recipe, Version, Start Date to sort the report by batch recipe, version, and batch start date.
Start Date, Recipe, Version to sort the report by batch start date, recipe, and version.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following fields display on the Planned Production Activity report:
Document From is the number of the first batch or firm planned order that you specified in the range to report.
To is the last batch or firm planned order number specified in the range to report.
Planned Start Date From is the first start date specified in the range to report.
To is the last start date specified in the range to report.
Type displays the document type as:
PROD for a batch.
FPO for a firm planned order.
Document is the document number of the batch or firm planned order.
Recipe is the recipe used to produce the batch or firm planned order.
Version is the recipe version number.
Start Date is the planned start date for the batch or firm planned order.
End Date is the planned end date of the batch or firm planned order.
The Batch Yield Variance report displays the actual and calculated batch yield. The report helps you evaluate differences between specified recipe yield and actual batch yield. Variances are calculated based on the accounting cost for each item used in the batch. You can specify a date range, an item range, and a range of batches, the sort order, and where to print the report.
See: Oracle E-Business Suite User's Guide
Navigate to the Submit Request window.
Enter Batch Yield Variance in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Item is the initial item to include on the report.
To Item is the final item to include on the report.
From Batch No is the initial batch to include on the report.
To Batch No is the final batch to include on the report.
From Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Batch No to sort the report by batch document number.
Start Date and Batch No to sort the report by start date and the batch document number.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following fields display on the Batch Yield Variance report:
Currency is the currency used in the calculations. For example, USD is United States dollars.
Batch is the batch document number.
Recipe is the recipe used to produce the batch.
Version is the recipe version number.
Batch Size is the planned quantity of the primary product.
Item is the code of the item produced by the batch.
Revision is the revision of the item produced by the batch.
Description is a description of the item.
Accounting Value is the planned or formula cost of the product produced by the batch. This is calculated by multiplying the Unit Cost by the Accounting Yield quantity.
Accounting Yield is the quantity produced by the formula.
UOM is the unit of measure for the item produced by the batch.
Actual Value is the actual cost of the product. This is calculated by multiplying the Unit Cost by the Actual Yield.
Quantity Variance is the difference between the Actual Yield and the Accounting Yield.
Value Variance is the difference between the Accounting Value and the Actual Value.
Variance (%) displays as the (Quantity Variance/Accounting Yield) * 100%.
Batch Value Variance is the sum of all value variances.
The Material Usage and Substitution Variance report displays the actual and calculated batch yield. The report identifies batches with unusual usage costs and provides a cost comparison and variance of actual costs against the standard usage that must be incurred as setup for each formula. Variances are calculated based on the accounting cost for each item used in the batch. Specify a date range, an item range, and a range of batches, the sort order, and where to print the report. Variance is calculated based on the effective item that is the substitute item, as of the planned start date of the batch.
See: Oracle E-Business Suite User's Guide
Navigate to the Submit Request window.
Enter Material Usage and Substitution Variance In the Name field.
Enter any of the following fields to narrow the scope of the report:
From Item is the initial item to include on the report.
To Item is the final item to include on the report.
From Batch No is the initial batch to include on the report.
To Batch No is the final batch to include on the report.
From Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Batch No to sort the report by batch document number.
Start Date and Batch No to sort the report by start date and the batch document number.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following fields display on the Material Usage and Substitution Variance report:
Currency is the currency used in the calculation. For example, USD is United States dollars.
Batch is the batch document number.
Recipe is the recipe used to produce the batch.
Version is the recipe version number.
Batch Size is the planned quantity of the primary product.
Item is the code for the ingredient.
Revision is the revision of the item.
Description is a brief description of the ingredient.
Accounting Unit Cost is the unit cost of the ingredient.
Accounting Quantity is the planned quantity of material in the primary unit of measure. This quantity is scaled for the batch.
UOM is the primary unit of measure.
Actual Usage is the actual quantity of material used in the primary unit of measure.
Quantity Variance is the difference between Actual Usage and the Accounting Quantity.
Variance % displays as the (Quantity Variance/Accounting Quantity) * 100%.
Value Variance is the difference between the value of material actually used and the value of material expected to use.
Total Variance is the total of all Value Variances.
Total Usage Variance is the difference between the Value Variance and Usage Variances.
Total Substitution Variance is the total value of variances that result from ingredient substitution.
Item Substitution for Batches is a concurrent program that substitutes the given items in the pending batches that match the effective date range. The concurrent program substitutes the item and displays the output that lists the updated batches and errors encountered during the substitution.
Prerequisites
To run the Item Substitution for Batches concurrent program
Navigate to the Parameters window.
Enter From Batch Number and To Batch Number to update batches within a specific range of batch numbers.
Enter the Ingredient to only update batches containing a specific ingredient.
Enter the Start Date. Pending batches with Planned Start Date later than the date entered are updated with the substitute item.
Enter the End Date. Pending batches with Planned Start Date between Start Date and End Date are updated after you run the concurrent program. If the End Date is not specified, then all pending batches later than the Start Date are updated.
Click OK.
Click Submit. Note the Request ID number.
Note the Request ID number.
Choose View from the menu and select Requests to view the status of your request in the concurrent program manager. When your request ID is complete with a Status of Normal, display the results of the item substitution.
Click View Output on the Requests window to view the item substitutions performed in the batches.
The following fields display on the Item Substitution for Batches concurrent program output:
Organization ID is the organization name.
Old Item is the item to substitute entered on the Parameters window.
Date Range is the effective date range entered on the Parameters window. All the batches in this date range with matching criteria are substituted.
From Batch Number and To Batch Number is the batch number range entered on the Parameters window. All the batches in this range with matching criteria are substituted.
A message displays that the substitutions are successful. If a substitution does not occur for a batch, then an error message displays.
The Ingredient Picking concurrent program lets you pick ingredients for pending and WIP batches that have open ingredient requirements. The concurrent program picks the ingredients for the batches and displays the output that lists the picked batches and errors encountered during the picking.
To run the Ingredient Picking concurrent program
Navigate to the Parameters window.
Enter Batches as:
All Batches to include unpicked and backordered batches. Default.
Backordered Batches Only for batches that have backordered requirements only.
Select Include Pending as Yes to include pending batches.
Select Include WIP as Yes to include work in process (WIP) batches.
Enter any of the following:
From Batch number to include batches with batch numbers starting with this number.
To Batch number to include batches with batch numbers between this batch number and From Batch number.
Operation to include batches with open ingredient requirements for an operation.
Version to include batches with open ingredient requirements for a version of the operation.
Product to include batches that produce a specific product.
Ingredient to include batches that use a specific ingredient.
Days Forward as the number of days to consider requirements for the pick release.
From Date and To Date to include batches that have ingredient requirements within a specific date range.
Enter the Pick Slip Grouping Rule to use for picking.
Select Print Pick Slip as Yes to print pick slips.
Select Plan Tasks as Yes to create tasks. This is enabled for Warehouse Management Systems enabled organizations only. If this is selected as Yes, then picking tasks are created but not released. Refer to the Oracle Warehouse Management User's Guide and the Oracle Mobile Supply Chain Application for Oracle Process Manufacturing for more information.
The Migration Recreate Open Batches is a concurrent program that allows you to recreate all the pending batches that were cancelled during the validation.
Important: This concurrent program applies to migration to Release 12.0.
To run the Migration Recreate Open Batches concurrent program
Navigate to the Submit a New Request window.
Select Migration Recreate Open Batches.
Click Submit.
Note the Request ID Number.
The Make to Order concurrent program allows you to create batches or firm planned orders in response to sales orders.
Note: For input parameters where you can specify a range (Low and High values) the following conditions apply:
If you specify a Low value and not a High value, then the program considers all order lines that meet or exceed the Low value for batch or FPO creation .
If you specify a High value and not a Low value, then the program considers all order lines that are equal to or less than the High value entered for batch or FPO creation.
Prerequisites
To run the Make to Order concurrent program
Navigate to the Parameters window.
Enter the Operating Unit as the organization where the production of the items mentioned in the sales orders is planned. The parameter can be defaulted or specified at run time. If this program is run for a specific Operating Unit then list of values for operating unit dependent parameters will be validated against the Operating Unit entered. Else those parameters will show appropriate values for all Operating Units the user has access to.
Set the Use Reservation Time Fence to Yes to include the value of the Process Execution Parameter, Use Reservation Time Fence, when creating batches or FPOs using the concurrent program.
Enter the Order Number (Low) and Order Number (High) to consider a sales order or a range of sales orders for creating batches or firm planned orders.
Enter Customer Name to create batches or FPOs for sales orders from a specific customer.
Enter Order Type to create batches or FPOs for sales orders of a specific order type.
Enter Line Type to create batches or FPOs for sales orders for a specific line type.
Enter Warehouse to create batches or FPOs by warehouse (organization).
Enter Item to create batches or FPOs based on a specific item required.
Enter Line Request Date (Low) and Line Request Date (High) to consider sales orders with line requests that were placed in a specific date range, for batch or FPO creation.
Enter Schedule Ship Date (Low) and Schedule Ship Date (High) to consider sales orders with schedule ship dates in a specific date rangem for batch or FPO creation.
Enter Schedule Arrival Date (Low) and Schedule Arrival Date (High) to consider sales order with schedule arrival dates in a specific date rangem for batch or FPO creation.
Enter Ordered Date (Low) and Ordered Date (High) to consider the sales orders that were ordered in a specific date range, for batch or FPO creation.
Enter Demand Class to consider sales orders of a specific demand class for batch or FPO creation. For example, internet sales, catalog sales. Refer to the Oracle Advanced Supply Chain Planning and Implementation Guide for more information. Enter a Demand Class previously defined in the application.
Enter Planning Priority to consider sales orders depending on planning priority, for batch or FPO creation. For example, you can set the concurrent program to first cum first serve basis planning priority to create batches for a sales order that was booked first. Enter a Planning Priority previously defined in the application
Set Booked to Yes if the sales order is booked for production.
Click OK, then Submit.
The log file generated as a result of submission of the concurrent program displays the batch or FPO created for production based on the parameters entered.